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by claytonjy
10 days ago
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How big is this market, self-hosting a model that requires 64 GPUs, H100 or better, with good interconnects between nodes? I suspect the overlap of those that can afford it, and those that have the talent to manage it, is a fairly thin slice of the Venn diagram. Even the large corps are gonna be getting it from the inference vendors, or more likely Bedrock and friends. |
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They "booked $24 billion in AI server orders this quarter as its customer base broadened to more than 5,000" https://finance.yahoo.com/markets/stocks/articles/dells-ai-f...